证券之星消息，10月16日电网设备板块较上一交易日上涨0.47%，通达股份领涨。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002560 | 通达股份 | 9.09 | 10.05% | 57.97万 | | 5.22亿 | | 601126 | 四方股份 | 27.37 | 10.01% | 110.43万 | | 29.40亿 | | 002270 | 华明装备 | 25.20 | 8.29% | 36.91万 | | 8.97亿 | | 600885 | 宏发股份 | 28.66 | 7.74% | 85.37万 | | 24.23亿 | | 920018 | 宏远股份 | 33.02 | 7.35% | 5.91万 | | 1.93亿 | | 600067 | 冠城新材 | 3.77 | 6.20% | 205.69万 | | 7.55亿 | ...

【数据中心电源概念再度走强 四方股份5天3板创历史新高】智通财经10月16日电，数据中心电源概念 盘中再度走强，四方股份走出5天3板，金盘科技涨超6%，股价均创历史新高，此前京泉华走出5天3 板，特锐德、斯达半导、麦格米特、中恒电气等跟涨。消息面上，日前举行的OCP大会上，英伟达发布 了《800 VDC Architecture for Next-Generation AI Infrastructure》白皮书，其中明确了800VDC架构采用 中压整流器/SST作为最终解决方案。 转自：智通财经 ...

Group 1 - Huajian Group, a market focus stock, opened high at 3.93% after experiencing five consecutive trading days of gains [1] - Guoguang Chain, a retail stock, opened low at 3.97% after three consecutive trading days of gains [1] - Dayou Energy, a low-priced stock, opened high at 1.65% after three consecutive trading days of gains [1] - Guo New Energy opened high at 7.57% after two consecutive trading days of gains [1] - China Nuclear Engineering, a controllable nuclear fusion concept stock, opened low at 2.42% after five consecutive trading days of gains [1] - Bohai Automobile, a JD Auto concept stock, opened high at 9.80% after three consecutive trading days of gains [1] - Yaopi Glass, a photovoltaic sector stock, opened high at 1.77% after two consecutive trading days of gains [1] - Xinong Co., a pesticide stock, opened high at 0.04% after two consecutive trading days of gains [1] - Yuanda Holdings opened high at 10.05% after two consecutive trading days of gains [1] - Jingquanhua, an IDC power supply concept stock, reached a limit-up in bidding after two consecutive trading days of gains [1] - Sifang Co. opened high at 7.15% after two consecutive trading days of gains [1]

军工板块盘初局部冲高，成飞集成涨停，中航成飞涨超5%，利君股份、贵航股份、四方股份跟涨。 ...

刚刚，突然拉升！ 10月15日下午，A股市场集体走高。上证指数涨超1%，创业板指涨超2%，超4100股上涨。 | 全A | 涨 4110 平 166 | 跌 1153 | A股成交额 | | | --- | --- | --- | --- | --- | | 序号 代码 名称 | | 现价 | | 涨跌幅 | | 1 - | 000001 上证指数 | 3909.41 44.19 | | 1.14% | | വ | 399001 深证成指 | 13117.33 222.23 | | 1.72% | | 3 | 899050 北证50 | 1507.21 23.01 | | 1.55% | | 4 | 881001 万得全A | 6289.90 | 86.07 | 1.39% | | ഗ | 000688 科创50 | 1429.47 | 19.17 | 1.36% | | 6 | 399006 创业板指 | 3028.07 | 72.09 | 2.44% | | 7 | 000300 沪深300 | 4606.49 | 67.42 | 1.49% | | 8 | 000905 中证500 | 7286.17 ...

南方财经10月15日电，电网设备板块午后拉升，金盘科技盘中创新高，通达股份、和顺电气、四方股份 涨停，新特电气涨超10%，中辰股份、白云电器、良信股份、明阳电气、科润智控跟涨。 ...

证券之星消息，10月13日电网设备板块较上一交易日下跌0.8%，新宏泰领跌。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603016 | 新宏泰 | 27.18 | -6.89% | 6.08万 | 1.65亿 | | 301668 | 吴创瑞通 | 53.84 | -6.85% | 9.20万 | - 5.01亿 | | 603829 | 洛凯股份 | 21.41 | -5.35% | 4.57万 | 9845.04万 | | 301002 | 崧盛股份 | 35.93 | -4.82% | M 5.85万 | 2.09亿 | | 920046 | 亿能电力 | 14.28 | -4.55% | 2.35万 | 3357.78万 | | 688248 | 南网科技 | 54.85 | -4.39% | 8.10万 | 4.42亿 | | 002706 | 良信股份 ...

两融数据显示，该股最新（10月10日）两融余额为4.12亿元，其中，融资余额为4.09亿元，近10日增加 5319.88万元，环比增长14.95%。 四方股份股价创出历史新高，截至9:56，该股上涨2.35%，股价报23.05元，成交量3253.01万股，成交金 额7.23亿元，换手率3.97%，该股最新A股总市值达192.07亿元，该股A股流通市值188.90亿元。 证券时报·数据宝统计显示，四方股份所属的电力设备行业，目前整体跌幅为1.81%，行业内，目前股价 上涨的有38只，涨幅居前的有石大胜华、天际股份、骄成超声等，涨幅分别为9.99%、8.31%、6.54%。 股价下跌的有353只，跌幅居前的有新特电气、鸣志电器、新宏泰等，跌幅分别为7.23%、6.93%、 6.03%。 公司发布的半年报数据显示，上半年公司共实现营业收入40.20亿元，同比增长15.62%，实现净利润 4.76亿元，同比增长12.41%，基本每股收益为0.5800元，加权平均净资产收益率10.07%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the news is that Sifang Co., Ltd. has experienced a significant stock price increase, with a 5.28% rise on October 13, reaching 23.71 yuan per share, and a cumulative increase of 23.6% over the past five days [1] - Sifang Co., Ltd. is primarily engaged in the research, production, sales, and technical services of relay protection, grid automation, and power plant automation products, with revenue composition being 49.82% from power and industrial automation, 42.94% from grid automation, and 7.09% from other sources [1] - The total market capitalization of Sifang Co., Ltd. is reported at 19.757 billion yuan, with a trading volume of 9.01 billion yuan and a turnover rate of 4.90% [1] Group 2 - According to data from the top ten holdings of funds, the Bodao Fund has a significant position in Sifang Co., Ltd., with the Bodao Shengli 6-month holding period mixed fund (010404) holding 8,200 shares, accounting for 0.34% of the fund's net value [2] - The Bodao Shengli fund has generated a floating profit of approximately 9,758 yuan today, with a total floating profit of 35,300 yuan during the five-day increase [2] - The Bodao Shengli fund was established on December 24, 2020, with a current scale of 39.612 million yuan and year-to-date returns of 7.05%, ranking 6,447 out of 8,234 in its category [2]

证券研究报告 | 公司点评报告 2025 年 10 月 12 日 四方股份（601126.SH） 网内订单保持高增速，SST 开始发力 AIDC 领域 中游制造/电力设备及新能源 公司 2025 年上半年实现收入、归母净利润、扣非净利润分别 40.2、4.8、4.6 亿元， 同比增长 15.6%、12.4%、12.7%。其中 Q2 分别 21.92、2.35、2.27 亿元，同比增 长 13.4%、-3.24%、-1.13%。 ❑ 投资建议：预测 2025 年公司实现归母净利润 8.5 亿元，"增持"评级。 ❑ 风险提示：电网投资不及预期、新业务扩张不及预期、竞争加剧等。 | 财务数据与估值 | | | | | | | --- | --- | --- | --- | --- | --- | | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | 营业总收入(百万元) | 5751 | 6951 | 8397 | 9946 | 11639 | | 同比增长 | 13% | 21% | 21% | 18% | 17% | | 营业利润(百万元) | 734 | 803 | ...